Send SMS to Leads, Contacts, or Accounts

This page covers the following topics:

Send SMS to Leads, Contacts, or Accounts
Send SMS to list of Leads, Contacts, or Accounts

Send SMS to Leads, Contacts, or Accounts

To send SMS to Leads, Contacts, or Accounts, perform the following steps:

  1. On the menu bar, click Leads, Contacts, or Accounts.
  2. Select the desired Leads, Contacts, or Accounts and click Send SMS. The Send SMS page appears.
  1. The Send SMS section has the following options:
  • SMS Type - Click the arrow next to SMS Type to view the list. You can choose SMS Type as OTP, Marketing, Transactional, Transactional DND, M2M, or default depending on the regulations of their country.
  • Sender ID - Click the arrow next to Sender ID to view the list.
  • Template - Click the arrow next to Template to view the list of pre-registered templates.
  • Recipient Number - Click the arrow next to the Recipient Number. Zoho supports two types of recipient phone number fields - Mobile and Phone. Choose as required.
  1. The Message section has the following options:
  • Add Short URL - Click + to view the URL. Enter the URL in the text box and click Add Shortened URL.
  • Add Parameter - Click the arrow next to Add Parameter to view the list. You can insert dynamic parameters to your message connect using the Add Parameter feature.
  1. The Preview section has the following options:
  • Send Test SMS - Enter your registered mobile number to send a test SMS message. Click Send Test SMS. The "Test SMS has been sent. Did you receive the test SMS?" message appears.
  • Send SMS Now - Click Send SMS Now to send an immediate message. The "SMS Request Submitted Successfully" message appears.

Send SMS to a list of Leads, Contacts, or Accounts

To send SMS to a list of Leads, Contacts, or Accounts, perform the following steps:

  1. On the menu bar, click Leads, Contacts, or Accounts.
  2. Select the list of Leads, Contacts, or Accounts and click Send SMS. The Send SMS page appears.

For more information on how to proceed, follow steps from 3 to 5 related to Send SMS, Message, and Preview sections.


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